Concurrent Investment Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Concurrent Investment Advisors’s Portfolio COWZ Stock Details COWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6M	Buy	315,772 +12,477	+4%	+$788K	0.17%	125
2026 Q1	$19M	Buy	303,295 +27,956	+10%	+$1.76M	0.21%	107
2025 Q4	$16.6M	Buy	275,339 +36,095	+15%	+$2.12M	0.19%	115
2025 Q3	$13.7M	Buy	239,244 +16,741	+8%	+$951K	0.24%	88
2025 Q2	$12.3M	Buy	222,503 +19,412	+10%	+$1.03M	0.24%	92
2025 Q1	$11.1M	Sell	203,091 -128,517	-39%	-$7.32M	0.27%	86
2024 Q4	$18.7M	Buy	331,608 +19,963	+6%	+$1.17M	0.5%	39
2024 Q3	$18M	Buy	311,645 +21,621	+7%	+$1.21M	0.53%	37
2024 Q2	$15.8M	Buy	290,024 +193,727	+201%	+$10.8M	0.52%	40
2024 Q1	$5.6M	Buy	96,297 +6,558	+7%	+$351K	0.23%	103
2023 Q4	$4.67M	Buy	+89,739	New	+$4.46M	0.22%	103

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concurrent Investment Advisors's COWZ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 4.1% in Q2 2026, buying an estimated $788K and bringing the position to 315,772 shares worth $19.6M. The position accounts for 0.17% of the portfolio, ranked #125.

Concurrent Investment Advisors first reported a position in COWZ in Q4 2023 and has held it in 11 quarters since. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Concurrent Investment Advisors held 315,772 shares of Pacer US Cash Cows 100 ETF worth $19.6M as of Q2 2026.
Concurrent Investment Advisors bought 12,477 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $788K.
Pacer US Cash Cows 100 ETF made up 0.17% of Concurrent Investment Advisors's portfolio in Q2 2026, its #125 holding.
Concurrent Investment Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 11 quarters since.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.